Taking Up Credit Notes In Cashbook Receipts  Topic is solved

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Taking Up Credit Notes In Cashbook Receipts

Postby Nina Tulic » Fri Nov 01, 2019 1:07 pm


Currently, when recording a customer payment via the cashbook receipts entry form, users cannot take-up any outstanding credit notes that the customer has on their remittance advice. When you bring up the allocation popup only invoices are displayed.

It is possible to work around this via a plugin. We have tried to do this but Jiwa is treating the credit note as an invoice so the allocations are never correct.

Thank you.
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Re: Taking Up Credit Notes In Cashbook Receipts  Topic is solved

Postby Mike.Sheen » Fri Nov 01, 2019 2:43 pm

In short, no.

The cash book receipt was designed only to allocate a new credit amount against existing debit amounts. Trying to do more than that simply won't work - our business logic depends on the assumption that each line of the cash book receipt batch may have one or more existing debits to allocate to, and that's all - allocating unrelated existing credits to anything is not a function of that form.

Where you can do that is the Debtor Maintenance Form / Business logic - you can allocate any debits against any credits there.
Mike Sheen
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Jiwa Financials

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Re: Taking Up Credit Notes In Cashbook Receipts

Postby Ernst » Fri Mar 06, 2020 11:25 am

Our Customer Would also love this. It makes the Cash Book allocation possible in one step, without having to constantly check that all credits are matched up on the debtor.

Could it be added to the list of nice to have features for a future release. It may not be that difficult to add credits to the list.
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